JMPWA
JMP

JP Morgan Private Wealth Advisors’s JMP Group LLC JMP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio JMP Stock Details JMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-20,807
Closed -$80K – 1817
2020
Q4 		$80K Hold
20,807
– – ﹤0.01% 1685
2020
Q3 		$53K Hold
20,807
– – ﹤0.01% 1573
2020
Q2 		$58K Hold
20,807
– – ﹤0.01% 1527
2020
Q1 		$50K Sell
20,807
-3,294
-14% -$9.84K ﹤0.01% 1390
2019
Q4 		$78K Hold
24,101
– – ﹤0.01% 1443
2019
Q3 		$83K Sell
24,101
-1,600
-6% -$5.85K ﹤0.01% 1397
2019
Q2 		$101K Sell
25,701
-775
-3% -$3.04K ﹤0.01% 1339
2019
Q1 		$99K Hold
26,476
– – ﹤0.01% 1415
2018
Q4 		$103K Hold
26,476
– – ﹤0.01% 1392
2018
Q3 		$141K Hold
26,476
– – ﹤0.01% 1510
2018
Q2 		$142K Buy
+26,476
New +$136K ﹤0.01% 1398

Other funds holding JMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FSA
Fort Sheridan Advisors Highland Park, Illinois $828M AUM 26.67% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JMP Position: Q1 2021 in Review

JP Morgan Private Wealth Advisors sold out of JMP Group LLC (JMP) in Q1 2021, closing a stake of 20,807 shares — an estimated $80K sold.

JP Morgan Private Wealth Advisors first reported a position in JMP in Q2 2018 and held it in 11 quarters. The position peaked at $142K in Q2 2018. 21 funds tracked by Wall St. Rank hold JMP as of Q1 2021.

  • JP Morgan Private Wealth Advisors reported no remaining JMP Group LLC position as of Q1 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,807 JMP Group LLC shares in Q1 2021, an estimated $80K.
  • JP Morgan Private Wealth Advisors first reported a position in JMP Group LLC in Q2 2018 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's JMP Group LLC position peaked at $142K in Q2 2018.
  • 21 funds tracked by Wall St. Rank held JMP Group LLC as of Q1 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.